Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$290K Buy
2016
Q1
Sell
2015
Q4
$1.28M Sell
2015
Q3
$952K Buy
2015
Q2
$625K Buy
2015
Q1
$602K Buy
2014
Q4
$653K Sell
2014
Q3
$736K Sell
2014
Q2
$1.03M Buy
2014
Q1
$958K Buy
2013
Q4
$889K Buy
2013
Q3
$747K Buy
2013
Q2
$670K Buy